John Chapman
Phoenix,AZ
Summary
Dynamic finance professional with a proven track record at Morgan Stanley, excelling in client relationship management and market analysis. Leveraging advanced trading platforms and Microsoft Excel, I achieved a 95% resolution rate for client inquiries, enhancing satisfaction and retention. Passionate about delivering exceptional service and driving results in fast-paced environments.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Active and Affluent Trader
Morgan Stanley
Gilbert, USA
02.2026 - Current
- Supported active and affluent clients in executing advanced trading strategies for equities, options, and margin accounts, enhancing their investment success
- Delivered real-time market insights and risk assessments, guiding experienced traders in managing complex portfolios effectively
- Resolved high-value client inquiries swiftly and accurately, strengthening client relationships and retention
- Navigate and troubleshoot E*TRADE trading platforms to enhance client execution and user experience
Financial Services Representative
Morgan Stanley
Gilbert, USA
02.2025 - 02.2026
- Managed high-volume inbound client interactions to support trading activity and account servicing, enhancing client experience
- Educated clients on order types and trading tools to empower informed investment decisions
- Resolved customer issues while ensuring compliance with regulatory and firm standards, reinforcing trust in our services
- Built foundational client service and communication skills in a fast-paced financial environment
Membership Experience Specialist
GradGuard Insurance
Phoenix, USA
08.2023 - 02.2025
- Achieved a resolution rate of 95% for member concerns through effective communication strategies
- Managed 40+ daily calls, providing support in sales, product information, and service cancellations to enhance member satisfaction
- Demonstrated consistent professionalism and courtesy while addressing customer concerns, resulting in a 30% decrease in escalated complaints over the past six months through effective conflict resolution strategies
- Cross-sold products during 20% of calls, achieving highest percentage among agency team to drive additional revenue
- Secured a perfect 5-star review designation from clients on Google, illustrating dedication to resolving inquiries swiftly while enhancing overall customer experience within the insurance sector
- Produced monthly performance reports from member services, identifying patterns that informed client engagement strategies and improved retention across all accounts
Finance FP&A Internship
GradGuard Insurance
Phoenix, USA
05.2023 - 08.2023
- Prepared detailed reports and presentations on retention model performance, presenting actionable findings to VP of finance
- Executed analysis on monthly retained customers using advanced spreadsheet techniques, updating senior management on behavioral trends that influenced product offerings based on collected data points
- Analyzed customer feedback trends over six months, identifying three major areas for service improvement that enhanced satisfaction ratings among diverse client segments
Lead Valet
Integrity Valet
Scottsdale, USA
05.2021 - 05.2023
- Developed and implemented an efficient parking and retrieval system, enhancing guest satisfaction across 20 venues
- Led a team of 5 employees at each account, directing and evaluating operations
- Trained 15 new valets on operational procedures and manual transmission driving to ensure operational readiness
- Executed incident management strategies for key recovery, minimizing service disruptions and enhancing overall service reliability
- Resolved diverse queries from 200+ customers weekly regarding service offerings, maintaining company standards for quality assurance and achieving high engagement rates
- Conducted performance evaluations and collaborated with managers to optimize business operations
Education
Bachelor of Science - Finance
W. P. Carey School of Business, Arizona State University
Tempe, AZ05-2024
Barrett, The Honors College, Arizona State University
Tempe, AZ05-2024
Skills
- Investment strategies
- Market analysis
- Risk management
- Regulatory compliance
- Client relationship management
- Microsoft Excel
- Insurance
Certification
Series 7
Timeline
Active and Affluent Trader
Morgan Stanley
02.2026 - Current
Financial Services Representative
Morgan Stanley
02.2025 - 02.2026
Membership Experience Specialist
GradGuard Insurance
08.2023 - 02.2025
Finance FP&A Internship
GradGuard Insurance
05.2023 - 08.2023
Lead Valet
Integrity Valet
05.2021 - 05.2023
Bachelor of Science - Finance
W. P. Carey School of Business, Arizona State University
Barrett, The Honors College, Arizona State University